+1,304.8%
AXON vs ACWI
+219.0%
+1,085.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | 0.0% | -18.1% | -18.1% |
| 7D | -26.8% | -2.4% | -24.5% | -24.4% |
| 30D | -22.9% | -5.2% | -17.7% | -17.5% |
| 3M | -40.1% | -4.8% | -35.3% | -36.1% |
| 6M | -18.9% | -1.3% | -17.6% | -17.4% |
| YTD | -44.9% | +8.4% | -53.3% | -49.9% |
| 1Y | -46.7% | +11.0% | -57.7% | -52.9% |
| 3Y | +44.3% | +70.6% | -26.2% | -24.3% |
| 5Y | +71.4% | +55.3% | +16.1% | +2.6% |
| All | +1,304.8% | +219.0% | +1,085.8% | +409.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling